Frontier Investment Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Frontier Investment Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$309K	Sell	6,195 -315	-5%	-$15.6K	0.02%	209
2020 Q1	$318K	Hold	6,510	–	–	0.02%	182
2019 Q4	$320K	Hold	6,510	–	–	0.02%	236
2019 Q3	$319K	Sell	6,510 -1,535	-19%	-$75.4K	0.02%	196
2019 Q2	$394K	Hold	8,045	–	–	0.03%	163
2019 Q1	$390K	Hold	8,045	–	–	0.02%	181
2018 Q4	$387K	Sell	8,045 -2,070	-20%	-$98.8K	0.03%	178
2018 Q3	$482K	Hold	10,115	–	–	0.03%	179
2018 Q2	$485K	Hold	10,115	–	–	0.04%	164
2018 Q1	$484K	Buy	10,115 +2,070	+26%	+$99.3K	0.04%	151
2017 Q4	$385K	Hold	8,045	–	–	0.03%	168
2017 Q3	$391K	Hold	8,045	–	–	0.03%	169
2017 Q2	$390K	Buy	+8,045	New	+$391K	0.04%	165

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Frontier Investment Management's SHM Position: Q2 2020 in Review

Frontier Investment Management reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 4.8% in Q2 2020, selling an estimated $15.6K and leaving 6,195 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #209.

Frontier Investment Management first reported a position in SHM in Q2 2017 and has held it in 13 quarters since. The position peaked at $485K in Q2 2018. 384 funds tracked by Wall St. Rank hold SHM as of Q2 2020.

Frontier Investment Management held 6,195 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $309K as of Q2 2020.
Frontier Investment Management sold 315 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2020, an estimated $15.6K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #209 holding.
Frontier Investment Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2017 and has held it in 13 quarters since.
Frontier Investment Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $485K in Q2 2018.
384 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.